AI Skills for Accountant

Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .csv, or .tsv file (e.g., adding columns, computing formulas, formatting, charting, cleaning messy data); create a new spreads...

Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recurring payment systems.

Calculate portfolio risk metrics including VaR, CVaR, Sharpe, Sortino, and drawdown analysis. Use when measuring portfolio risk, implementing risk limits, or building risk monitoring systems.

Scan bank statements to detect recurring charges, flag suspicious transactions, and draft refund requests with interactive HTML reports.

Expense tracking and accounting for AI agents. Log purchases, set budgets, generate spending reports, and manage multi-currency finances — all stored locally. Privacy.com card import, natural language queries, CSV/JSON export. Use when agents make purchases and need a financial audit trail.

TypeScript library and CLI for Monarch Money budget management. Search transactions by date/merchant/amount, update categories, list accounts and budgets, manage authentication. Use when user asks about Monarch Money transactions, wants to categorize spending, needs to find specific transactions,...

Passive financial tracking plugin for PhoenixClaw. Automatically detects expenses and income from conversations and payment screenshots. Use when: - User mentions money/spending (any language) - User shares payment screenshots (WeChat Pay, Alipay, etc.) - User asks about finances ("How much did ...

FreshBooks CLI for managing invoices, clients, and billing. Use when the user mentions freshbooks, invoicing, billing, clients, or accounting.

Set up and maintain basic bookkeeping for a solopreneur business. Use when tracking income and expenses, preparing for taxes, managing invoices and receipts, understanding cash flow, or generating financial reports. Covers accounting software selection, chart of accounts, expense categorization, ...

Plan and manage taxes effectively as a solopreneur to minimize liability and avoid penalties. Use when understanding tax obligations, quarterly estimated taxes, deductions, S-Corp election, or year-end tax strategy. Covers tax basics by entity type, estimated tax payments, deduction optimization,...

Manage PocketSmith transactions, categories, and financial data via the API

Manage Sharesight portfolios, holdings, and custom investments via the API

Organize, categorize, and summarize business expenses for reimbursement and tax preparation